Householder Group Estate & Retirement Specialist’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-10,517
Closed -$567K 212
2022
Q1
$567K Sell
10,517
-1,190
-10% -$64.2K 0.23% 110
2021
Q4
$631K Buy
+11,707
New +$631K 0.24% 108